>> i'm looking for investments in russia. i don't have anything there yet. it's not that easy for me to find things in russia. partly because i'm a little lazedy these days. i don't work as hard as i used to. >> oh. okay. >> all right. so -- >> maybe -- >> let's put politics aside. what are you doing? tell me about your portfolio. let's get right down to it. what do you like, what are you long, what are you short? >> i'm, today, tomorrow -- today here, tomorrow there -- i'm going to short more bonds, more u.s. government bonds. i'm going to buy more commodities, buy metals, base metals and precious metals. looks to me like the money printing is going to run amok now. and the spending is going to run amok now. again, larry, i'm not saying this is good for the world, it's not good for anybody. this is what's going to go on. i have to invest based on what's happening, not on what i would like. >> mr. rodgers, rick santelli here. what about europe? i don't disagree with your notion you want to sell treasuries. i do disagree treasuries were moving to the downside